GC Wealth Management RIA’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.76M | Buy |
40,810
+25,849
| +173% | +$1.12M | 0.14% | 147 |
|
2025
Q1 | $636K | Buy |
+14,961
| New | +$636K | 0.12% | 155 |
|
2024
Q4 | – | Sell |
-134,921
| Closed | -$5.86M | – | 315 |
|
2024
Q3 | $5.86M | Sell |
134,921
-43,019
| -24% | -$1.87M | 1.02% | 21 |
|
2024
Q2 | $7.51M | Buy |
177,940
+53,211
| +43% | +$2.25M | 1.48% | 12 |
|
2024
Q1 | $5.31M | Buy |
124,729
+55,269
| +80% | +$2.35M | 1.06% | 20 |
|
2023
Q4 | $2.93M | Buy |
+69,460
| New | +$2.93M | 1.32% | 16 |
|